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Plan Name | POINT B, INC. 401(K) P/S PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | POINT B, INC. |
Employer identification number (EIN): | 330866735 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about POINT B, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1999-06-25 |
Company Identification Number: | C2045245 |
Legal Registered Office Address: |
17065 Camino San Bernardo #200 San Diego United States of America (USA) 92127 |
More information about POINT B, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-02-01 | ||||
001 | 2020-02-01 | ||||
001 | 2019-02-01 | SUSAN HINER | 2020-07-09 | ||
001 | 2018-02-01 | SUSAN HINER | 2019-06-25 | ||
001 | 2017-02-01 | DINA RUTLEDGE | 2018-06-26 | ||
001 | 2016-02-01 | KAREN STANLEY | 2017-06-30 | ||
001 | 2015-02-01 | KAREN STANLEY | 2016-07-01 | ||
001 | 2014-02-01 | KAREN STANLEY | 2015-06-29 | ||
001 | 2013-02-01 | KAREN STANLEY | 2014-07-31 | ||
001 | 2012-02-01 | KAREN STANLEY | 2013-07-03 | ||
001 | 2011-02-01 | KAREN STANLEY | 2012-07-12 | ||
001 | 2010-02-01 | KAREN STANLEY | 2011-04-01 |
Measure | Date | Value |
---|---|---|
2021: POINT B, INC. 401(K) P/S PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-02-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 125 |
Number of retired or separated participants receiving benefits | 2021-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 24 |
Total of all active and inactive participants | 2021-02-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-02-01 | 0 |
Total participants | 2021-02-01 | 149 |
Number of participants with account balances | 2021-02-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-02-01 | 0 |
2020: POINT B, INC. 401(K) P/S PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-02-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 119 |
Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 21 |
Total of all active and inactive participants | 2020-02-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-01 | 0 |
Total participants | 2020-02-01 | 140 |
Number of participants with account balances | 2020-02-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : POINT B, INC. 401(K) P/S PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-01-31 | $0 |
Total transfer of assets to this plan | 2022-01-31 | $0 |
Total transfer of assets from this plan | 2022-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $0 |
Total income from all sources (including contributions) | 2022-01-31 | $2,443,451 |
Total loss/gain on sale of assets | 2022-01-31 | $0 |
Total of all expenses incurred | 2022-01-31 | $938,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-31 | $935,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-31 | $1,612,076 |
Value of total assets at end of year | 2022-01-31 | $10,361,675 |
Value of total assets at beginning of year | 2022-01-31 | $8,856,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-31 | $3,644 |
Total interest from all sources | 2022-01-31 | $6,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-01-31 | $661,997 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-31 | $661,997 |
Was this plan covered by a fidelity bond | 2022-01-31 | Yes |
Value of fidelity bond cover | 2022-01-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-01-31 | No |
Contributions received from participants | 2022-01-31 | $1,221,455 |
Participant contributions at end of year | 2022-01-31 | $137,456 |
Participant contributions at beginning of year | 2022-01-31 | $137,154 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-31 | $89,539 |
Administrative expenses (other) incurred | 2022-01-31 | $3,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
Value of net income/loss | 2022-01-31 | $1,504,753 |
Value of net assets at end of year (total assets less liabilities) | 2022-01-31 | $10,361,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-01-31 | $8,856,922 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-31 | $8,162,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-31 | $6,342,732 |
Interest on participant loans | 2022-01-31 | $6,253 |
Value of interest in common/collective trusts at end of year | 2022-01-31 | $2,061,523 |
Value of interest in common/collective trusts at beginning of year | 2022-01-31 | $2,377,036 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-31 | $127,361 |
Net investment gain or loss from common/collective trusts | 2022-01-31 | $35,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-01-31 | No |
Contributions received in cash from employer | 2022-01-31 | $301,082 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-31 | $935,054 |
Did the plan have assets held for investment | 2022-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-01-31 | Unqualified |
Accountancy firm name | 2022-01-31 | SENSIBA SAN FILIPPO LLP |
Accountancy firm EIN | 2022-01-31 | 942370906 |
2021 : POINT B, INC. 401(K) P/S PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-01-31 | $0 |
Total transfer of assets to this plan | 2021-01-31 | $0 |
Total transfer of assets from this plan | 2021-01-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-01-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-01-31 | $0 |
Total income from all sources (including contributions) | 2021-01-31 | $2,318,237 |
Total loss/gain on sale of assets | 2021-01-31 | $0 |
Total of all expenses incurred | 2021-01-31 | $986,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-01-31 | $982,392 |
Value of total corrective distributions | 2021-01-31 | $2,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-01-31 | $1,371,172 |
Value of total assets at end of year | 2021-01-31 | $8,856,922 |
Value of total assets at beginning of year | 2021-01-31 | $7,525,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-01-31 | $1,466 |
Total interest from all sources | 2021-01-31 | $4,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-01-31 | $230,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-01-31 | $230,956 |
Was this plan covered by a fidelity bond | 2021-01-31 | Yes |
Value of fidelity bond cover | 2021-01-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-01-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-01-31 | No |
Contributions received from participants | 2021-01-31 | $1,058,929 |
Participant contributions at end of year | 2021-01-31 | $137,154 |
Participant contributions at beginning of year | 2021-01-31 | $79,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-01-31 | $75,370 |
Administrative expenses (other) incurred | 2021-01-31 | $1,466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Value of net income/loss | 2021-01-31 | $1,331,458 |
Value of net assets at end of year (total assets less liabilities) | 2021-01-31 | $8,856,922 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-01-31 | $7,525,464 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-01-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-01-31 | $6,342,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-01-31 | $6,001,431 |
Interest on participant loans | 2021-01-31 | $4,351 |
Value of interest in common/collective trusts at end of year | 2021-01-31 | $2,377,036 |
Value of interest in common/collective trusts at beginning of year | 2021-01-31 | $1,444,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-01-31 | $520,858 |
Net investment gain or loss from common/collective trusts | 2021-01-31 | $190,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-01-31 | No |
Contributions received in cash from employer | 2021-01-31 | $236,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-01-31 | $982,392 |
Did the plan have assets held for investment | 2021-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-01-31 | Disclaimer |
Accountancy firm name | 2021-01-31 | SENSIBA SAN FILIPPO LLP |
Accountancy firm EIN | 2021-01-31 | 942370906 |
2021: POINT B, INC. 401(K) P/S PLAN 2021 form 5500 responses | ||
---|---|---|
2021-02-01 | Type of plan entity | Single employer plan |
2021-02-01 | Submission has been amended | No |
2021-02-01 | This submission is the final filing | No |
2021-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-02-01 | Plan is a collectively bargained plan | No |
2021-02-01 | Plan funding arrangement – Trust | Yes |
2021-02-01 | Plan benefit arrangement - Trust | Yes |
2020: POINT B, INC. 401(K) P/S PLAN 2020 form 5500 responses | ||
2020-02-01 | Type of plan entity | Single employer plan |
2020-02-01 | Submission has been amended | No |
2020-02-01 | This submission is the final filing | No |
2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-02-01 | Plan is a collectively bargained plan | No |
2020-02-01 | Plan funding arrangement – Trust | Yes |
2020-02-01 | Plan benefit arrangement - Trust | Yes |